ASML ASML Holding N.V. Loading...

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21:30
Nov 13 ◎
Bryce Hill AMAT Q4 FY25 call
Management reveals they are getting more than one year, sometimes two years, of demand visibility from customers for advanced fab ramps. — Longer lead-time visibility suggests a high-confidence, sustained up-cycle in advanced semiconductor capex, likely benefiting the entire equipment supply chain.
ASML
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About ASML Analyst Coverage

Buzzberg tracks ASML (ASML Holding N.V.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Bryce Hill.